Documentation | User Guide

Documentation | User Guide

Create a tax budget

This part of the guide explains how to create a tax budget.

Step 1 - Go to the page List of Tax Budgets

  1. Go to the Administration module;
  2. Choose the Rules/Configuration option;
  3. Click the Tax Budgets menu. This action opens the List of Tax Budgets page (509:16030);

Step 2 - Create a tax budget

  1. Click the Create button. This action opens the Tax Budget page (509:16031);

  2. Fill out the required fields (identified with a red star *). For example, Tax Type, Year, etc.;
  3. Click the Save button. This action confirms the creation of the tax budget, displays the buttons for running or calculating a tax budget and updates both the Fiscal Budget (509:16031) and List of Tax Budgets (509:16030) pages.